SEATTLE, Oct. 1, 2019—Moss Adams, one of the largest accounting, consulting and wealth management firms in the nation, is pleased to announce the addition of 27 new partners and one principal.
“The robust growth at Moss Adams allows us to consistently add industry-leading talent to the firm,” said Chris Schmidt, chairman and CEO of Moss Adams. “The unique experience and expertise of these partners will provide significant value to our clients.”
Nick Bergamo and Andrew Suen were admitted as partners in the firm’s Orange County, California, office. Bergamo specializes in acquisitions, public offerings, Sarbanes-Oxley compliance and public-company reporting requirements for clients in the restaurant and food and beverage industries. Suen has worked in the investment banking industry since 2008. He has been involved in numerous merger and acquisition transactions, recapitalizations and debt and equity capital raises for middle-market clients in a broad range of industries.
Amy Stillwell was admitted as a partner in the firm’s San Diego office. Stillwell provides tax services, including tax planning and transaction and entity structuring to businesses and their owners. She also manages large buy-sell transactions, sale closing and family ownership transitions.
Jon Borgardt, Kunaal Patel and Matthew Paye were admitted as partners in the firm’s Silicon Valley, California, office. Borgardt provides assurance services to clients in the real estate and hospitality industries, including Class A office properties, hotels and resorts, industrial properties, retail centers and residential properties. Patel focuses on federal, state and international tax compliance; ASC 740, formerly known as FAS 109; and provision preparation and review. Paye focuses on financial statement audits, SEC reporting, IPO assistance, mergers and acquisitions and control testing for companies.
Shad Winters was admitted as a partner in the firm’s Fresno, California, office. Winters provides taxation, tax planning and business consulting services for family businesses in the agriculture, manufacturing and distribution, professional services and not-for-profit industries.
David Kim, Gretchen Lucas and Gassen Mosbahi were admitted as partners in the firm’s San Francisco office. Kim focuses on operational consulting services to health care providers, specializing in financial turnarounds, postmerger integration, productivity systems development and process redesign and implementation. Lucas works closely with multigenerational families and family offices with complex wealth and legacy needs. She oversees private investment accounting, capital-call administration and tax-basis monitoring as well as acts as corporate secretary, family controller or chief financial officer. Mosbahi assists private equity companies and strategic buyers through all phases of the acquisition process, including initial deal analysis, financial and accounting due diligence, valuation, identification of synergies and integration.
Aaron Tompkins was admitted as a partner in the firm’s North Bay, California, office. Tompkins works primarily with midsized public and closely held businesses in tax planning and compliance matters. He focuses on oversight and processing of a variety of tax consulting and compliance engagements.
Eric Krienert was admitted as a partner in the firm’s Stockton, California, office. Krienert specializes in co-ops, tax and hybrid programs, equity planning, mergers and acquisitions, joint ventures and other combinations, nonqualified equities and domestic manufacturing deduction and taxation.
Travis Riley was admitted as a partner in the firm’s Sacramento, California, office. Riley specializes in helping companies identify, increase, document and support claims related to R&D tax credits, orphan drug credits and other R&D incentives.
Dustin Beeker was admitted as a partner in the firm’s Phoenix office. Beeker focuses on providing financial statement attestation services and business consulting services. He has extensive experience in private company reporting, mergers and acquisitions, private equity and venture capital financings, tax-exempt financings and technical accounting analysis.
Wakako Byer, Justin Neff, Alex Ratner, James Rothenberger and Michael Spencer were admitted as partners in the firm’s Seattle office. Byer focuses on international tax, helping clients compute foreign tax credits and navigate tax structuring. She also specializes in earnings repatriation, helping multinational companies comply with transfer pricing. Neff focuses primarily on middle-market private companies in the food and beverage, manufacturing and consumer products industries. Ratner provides business and tax planning services for closely held companies and their owners. Rothenberger supports middle-market business owners with a range of corporate finance services to assist them in selling their company, making strategic acquisitions or raising capital for growth. Spencer provides guidance for the firm’s SEC assurance practice, providing technical consultations on complex Public Company Accounting Oversight Board (PCAOB) compliance and audit matters.
Rachael Gieseke was admitted as a partner in the firm’s Yakima, Washington, office. Gieseke works with closely held businesses and their owners, providing federal and state income tax services, tax-saving opportunities, choice-of-entity planning, entity restructuring, export tax planning, business acquisitions and dispositions and business transition planning.
Jens Furbach and Ashley Osten were admitted as partners in the firm’s Portland, Oregon, office. Furbach specializes in international tax planning and compliance matters and has extensive experience with tax structuring and merger and acquisition transaction services. He also assists clients with the implementation of tax-efficient foreign holding and intellectual property structures. Osten provides accounting, auditing and consulting services to a wide variety of not-for-profit organizations and state and local governments. She manages audits of colleges and universities, private foundations, other not-for-profits and state and local governments.
Alan Hartmann and Vance McCollough were admitted as partners in the firm’s Dallas office. Hartmann focuses on serving financial service companies, primarily asset managers and broker dealers, from captive brokers with minimal support staff to full-service broker dealers with hundreds of professionals. McCollough specializes in the technology industry, providing accounting and consulting services to companies ranging in size from startup operations to large, multinational organizations.
Ryan Currie and Irma Hernandez were admitted as partners in the firm’s Houston office. Currie specializes in managing and executing domestic and international tax projects, global tax integration, tax function transformations and tax technology for companies. Hernandez provides federal and state tax compliance and planning services to clients in the private equity, oil and gas, manufacturing, real estate and hospitality industries.
Chris Skidmore was admitted as a partner in the firm’s Spokane, Washington, office. Skidmore manages financial audits of telecommunication carriers and competitive local exchange carrier commercial and cooperative enterprises, wireless and international carriers, cable television companies and fiber transport companies.
Marty Tschida was admitted as a principal in the firm’s Denver office. Tschida specializes in state and local tax consulting and compliance services, including severance tax, property tax, sales and use tax and income and franchise tax.
“We’ve built a great team at Moss Adams and we’re fortunate to have so many dedicated and talented professionals willing to help lead the firm,” said Schmidt. “I’m excited to see what they will accomplish and how they will help us grow.”